Wealthspan Partners’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,605
| Closed | -$225K | – | 104 |
|
|
2024
Q1 | $225K | Sell |
2,605
-827
| -24% | -$71.5K | 0.13% | 90 |
|
|
2023
Q4 | $303K | Buy |
3,432
+1
| +0% | +$88 | 0.21% | 67 |
|
|
2023
Q3 | $260K | Sell |
3,431
-155
| -4% | -$11.7K | 0.21% | 71 |
|
|
2023
Q2 | $300K | Sell |
3,586
-182
| -5% | -$15.2K | 0.24% | 67 |
|
|
2023
Q1 | $313K | Buy |
3,768
+1
| +0% | +$83 | 0.27% | 59 |
|
|
2022
Q4 | $311K | Buy |
3,767
+1
| +0% | +$82 | 0.28% | 59 |
|
|
2022
Q3 | $302K | Sell |
3,766
-45
| -1% | -$3.61K | 0.31% | 52 |
|
|
2022
Q2 | $347K | Buy |
3,811
+1
| +0% | +$91 | 0.36% | 47 |
|
|
2022
Q1 | $413K | Sell |
3,810
-410
| -10% | -$44.4K | 0.37% | 44 |
|
|
2021
Q4 | $490K | Buy |
+4,220
| New | +$490K | 0.43% | 42 |
|